CPA Paperless Software

Whether hosted on internal servers or in a secure, private cloud, SAFE CPA paperless software is ideal for accounting professionals. SAFE is structured to handle all the documents used in your office, whether they are scanned from paper or created electronically. With SAFE, you can dramatically improve both your filing and retrieval efficiency which provides greater productivity for you and your staff.

SAFE CPA paperless software is dramatically more efficient, secure and sustainable than legacy filing systems. But that doesn’t mean its implementation comes with a steep learning curve and an initial drain on production. At Cabinet, we only deploy our software after an in-depth discovery process, allowing us to customize SAFE to your existing business practices and rules. The result is an efficient, fully digital version of your organization’s workflows, working hard from Day 1 to create maximum efficiency — and ROI — with minimal ramp-up time and disturbance.

CPA paperless software provides robust integration tools

SAFE CPA paperless software supports the native document format of many existing applications, consolidating data into one organized and secure networked accessible system. In addition to basic filing, storage and retrieval, the document management solution provides extended integration with popular applications, such as:

Cabinet’s robust suite of integration tools and optional modules makes custom integration and data sharing a matter of simple configuration, rather than a lengthy coding process.

SAFE: CPA paperless software for accounting professionals

Cabinet has provided document management solutions to the industry for more than 10 years. We guarantee your success and will help you every step of the way. Our experts will assist you during the installation, train your people, and provide on-going phone and internet support. When you call us, a human answers the phone and directs your call.

With SAFE CPA paperless software, you can:

Find client records within seconds

Electronically route files and documents for further action

Track where files are, when they were accessed and by whom

Enforce security by guarding access to private files

Use electronic signatures or PIN codes to speed the approval processes

Easily back up your files to protect your records from catastrophic events

— Sharon Conder, CPA - Pinkstaff, Simpson, Hall and Headrick, PC

News

Exclusively designed for use with Cabinet AP, Cabinet AP Scan is an intuitive solution that requires less setup than Cabinet’s full-featured capture solution, Advanced Capture, and learns where to capture data on specific documents.

From the Blog

These days, few topics are hotter than business process automation. It seems that every organization – from the smallest small business to the largest enterprise – is devoting increased resources and mindshare to eliminating manual labor and systematizing repetitive tasks.